Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 749 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
69
shares
|
$4,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$4,525
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
66
shares
|
$4,525
0.0% of portfolio
|
Q3 2023
Reduced 45.45%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
65
shares
|
$4,457
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
61
shares
|
$4,182
0.0% of portfolio
|
Q2 2024
Added 281.25%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
60
shares
|
$4,114
0.0% of portfolio
|
Q3 2024
Added 114.29%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
52
shares
|
$3,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
50
shares
|
$3,428
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
50
shares
|
$3,428
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
48
shares
|
$3,291
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
44
shares
|
$3,017
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
44
shares
|
$3,017
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
43
shares
|
$2,948
0.0% of portfolio
|
Q2 2024
Reduced 46.91%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
43
shares
|
$2,948
0.0% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
42
shares
|
$2,879
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
39
shares
|
$2,674
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
38
shares
|
$2,605
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
36
shares
|
$2,468
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
35
shares
|
$2,399
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
34
shares
|
$2,331
0.0% of portfolio
|
Q2 2024
Reduced 46.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$2,194
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
31
shares
|
$2,125
0.0% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
31
shares
|
$2,125
0.0% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$2,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
29
shares
|
$1,988
0.0% of portfolio
|
Q2 2022
New holding
|